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Richard Austin, JD, LLM, CIMA®, CEPA

Executive Director

Integrated Partners’ Business Owner Solutions

Thought leader, mentor and influencer, Rich Austin is the executive director of Integrated Partners’ Business Owner Solutions and family-focused office groups. With the mind of an attorney and the heart of a financial advisor, Rich consults with high-net-worth clients, business owners and Integrated’s network of financial advisors on estate planning, charitable planning, business succession planning and tax planning strategies. Armed with more than 20 years of industry experience, Rich previously served as vice president at Lincoln Financial Advisors and a staff attorney at the AYCO Co. LP.

Product Type
Live Webcast Replay

Ensuring Financial Wellness: The Role of Estate Plans, Wills & Insurance

Total Credits: 1 including 1 Specialized Knowledge - Technical

Average Rating:
Partner Produced
Richard Austin, JD, LLM, CIMA®, CEPA |  Peter Kaplan |  David Petoskey
1 Hour
$5.00 - Member

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